John Furrier – SiliconANGLE https://siliconangle.com Extracting the signal from the noise. Wed, 13 May 2026 19:00:00 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.22 The third leg of AI’s infrastructure race isn’t silicon or power. It’s capital https://siliconangle.com/2026/04/27/third-leg-ais-infrastructure-race-isnt-silicon-power-capital/ https://siliconangle.com/2026/04/27/third-leg-ais-infrastructure-race-isnt-silicon-power-capital/#respond Mon, 27 Apr 2026 23:20:11 +0000 https://siliconangle.com/?p=742583 The artificial intelligence arms race has spent the last two years obsessed with a duopoly of constraints: the desperate hunt for Nvidia Corp. silicon and the grueling wait for grid-scale megawatts. In the Valley, the mantra was simple: If you have the chips and the juice, you’re winning. But as the market matures from experimental […]

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The Transformation Edge: Why the modern CFO is becoming the enterprise’s AI co-architect https://siliconangle.com/2026/04/14/leadership-enterprise-ai-shift-ibmtransformationedgeseries/ https://siliconangle.com/2026/04/14/leadership-enterprise-ai-shift-ibmtransformationedgeseries/#respond Tue, 14 Apr 2026 11:30:10 +0000 https://siliconangle.com/?p=738585 There are moments in tech when the stack shifts. And then there are moments when everything shifts. This is the latter. After three decades in Silicon Valley — and now building a bridge between Palo Alto and the New York Stock Exchange — one thing is clear: this AI cycle isn’t another wave like cloud […]

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The NewFi inflection point: ICME and NYSE Wired bridge the gap between tokenization and Wall Street https://siliconangle.com/2026/04/07/newfi-inflection-point-icme-nyse-wired-bridge-gap-tokenization-wall-street/ https://siliconangle.com/2026/04/07/newfi-inflection-point-icme-nyse-wired-bridge-gap-tokenization-wall-street/#respond Tue, 07 Apr 2026 23:35:46 +0000 https://siliconangle.com/?p=737647 In a symbolic convergence of Wall Street gravity and crypto-native disruption, the Internet Capital Market Exchange, or ICME, partnered with NYSE Wired and theCUBE communities to host the inaugural NewFi Summit directly on the trading floor of the New York Stock Exchange. The recent gathering served as a high-signal indicator that the “experimental” phase of digital […]

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Nutanix .NEXT 2026: The great replatforming has begun https://siliconangle.com/2026/04/07/nutanix-next-2026-great-replatforming-begun/ https://siliconangle.com/2026/04/07/nutanix-next-2026-great-replatforming-begun/#respond Tue, 07 Apr 2026 20:06:46 +0000 https://siliconangle.com/?p=737602 Analyst thesis: Enterprise IT is moving from infrastructure decisions to platform outcomes — and the control plane is the new battleground. This brief was prepared by theCUBE Research based on pre-conference analysis, public announcements and primary source interviews. Forward-looking statements reflect analyst opinion and market observation, not guarantees of future performance. It is intended for enterprise […]

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The $100B question: AI’s appetite for compute is rewriting the rules of tech https://siliconangle.com/2026/04/06/100b-question-ais-appetite-compute-rewriting-rules-tech/ https://siliconangle.com/2026/04/06/100b-question-ais-appetite-compute-rewriting-rules-tech/#respond Mon, 06 Apr 2026 16:38:11 +0000 https://siliconangle.com/?p=737438 We’re hitting a pivotal moment in artificial intelligence right now. The latest financial disclosures from the front lines of the AI arms race — OpenAI Group PBC and Anthropic PBC — don’t just give us a peek under the hood; they expose the core tension shaping the entire industry. The smartest machines ever built are also the […]

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Resolight.ai launches to change the AI interconnect game https://siliconangle.com/2026/04/06/resolight-ai-launches-change-ai-interconnect-game/ https://siliconangle.com/2026/04/06/resolight-ai-launches-change-ai-interconnect-game/#respond Mon, 06 Apr 2026 16:22:30 +0000 https://siliconangle.com/?p=737441 There’s a narrative forming in artificial intelligence infrastructure — and most people are still looking in the wrong place. Everyone’s focused on graphics processing units. More compute. Bigger clusters. Faster chips. That’s where the headlines are. But the real constraint in AI factories isn’t compute. It’s movement. Inside every modern AI system, data is constantly in […]

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Oracle’s new AI bet: Make the AI database the center of agentic workloads https://siliconangle.com/2026/03/27/oracles-new-ai-bet-make-ai-database-center-agentic-workloads/ https://siliconangle.com/2026/03/27/oracles-new-ai-bet-make-ai-database-center-agentic-workloads/#respond Fri, 27 Mar 2026 15:22:25 +0000 https://siliconangle.com/?p=736418 In the race to define enterprise artificial intelligence, most of the industry is looking up the stack — chasing smarter models, bigger benchmarks and more capable generative AI systems. In some ways, Oracle Corp. is looking in a different direction. At its latest showcase during the Oracle AI World Tour London 2026, the company made […]

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The $1T infrastructure war: How Nvidia is replatforming the agentic era https://siliconangle.com/2026/03/25/1t-infrastructure-war-nvidia-replatforming-agentic-era/ https://siliconangle.com/2026/03/25/1t-infrastructure-war-nvidia-replatforming-agentic-era/#respond Wed, 25 Mar 2026 16:16:04 +0000 https://siliconangle.com/?p=736003 Every keynote from Nvidia Corp. Chief Executive Jensen Huang is a marathon. It’s a 2.5-hour firehose of product drops and partnerships designed to test the limits of even the most hardcore silicon fanboys. It’s high-octane, high-bandwidth and, frankly, a lot to process. But if you blinked around the two-hour mark, you missed one of the […]

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GTC preview: Inside the AI factory — The $1T infrastructure war under the hood of the AI economy https://siliconangle.com/2026/03/14/gtc-preview-inside-ai-factory-1t-infrastructure-war-hood-ai-economy/ https://siliconangle.com/2026/03/14/gtc-preview-inside-ai-factory-1t-infrastructure-war-hood-ai-economy/#respond Sun, 15 Mar 2026 03:01:34 +0000 https://siliconangle.com/?p=734421 Every year the artificial intelligence industry gathers at Nvidia Corp.’s GPU Technology Conference expecting to see faster graphics processing units, bigger models and the next wave of AI software innovation. And yes, that will all be there. But if you’ve been watching the conversations we’ve been having on theCUBE over the past few years, you […]

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Figma’s orchestration bet: Why MCP network effects redefine software defensibility https://siliconangle.com/2026/02/26/figmas-orchestration-bet-mcp-network-effects-redefine-software-defensibility/ https://siliconangle.com/2026/02/26/figmas-orchestration-bet-mcp-network-effects-redefine-software-defensibility/#respond Fri, 27 Feb 2026 03:58:44 +0000 https://siliconangle.com/?p=732350 Wall Street just repriced software-as-a-service. Again. Security stocks sold off after Anthropic PBC launched Claude Code Security. Investors reacted the way they’ve reacted all year: assuming artificial intelligence collapses categories, compresses multiples, ask questions later. CrowdStrike Holdings Inc., Cloudflare Inc. and others took the hit as the market tries to digest what agentic AI actually […]

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The memory supercycle is here — and the AI funding frenzy is pouring fuel on it https://siliconangle.com/2026/02/19/memory-supercycle-ai-funding-frenzy-pouring-fuel/ https://siliconangle.com/2026/02/19/memory-supercycle-ai-funding-frenzy-pouring-fuel/#respond Thu, 19 Feb 2026 20:46:41 +0000 https://siliconangle.com/?p=731488 It’s another week in which the funding frenzy in artificial intelligence continues unabated, as World Labs Inc. and Ineffable Intelligence Inc. each raised $1 billion — the latter even before it has a product. OpenAI Group PBC is reportedly raising $100 billion on an $850 billion valuation, and at least a half-dozen other startups raised […]

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The $380B orchestration bet: Understanding the ‘coding wedge’ as AI labs move beyond the model layer https://siliconangle.com/2026/02/17/380b-orchestration-bet-understanding-coding-wedge-ai-labs-move-beyond-model-layer/ https://siliconangle.com/2026/02/17/380b-orchestration-bet-understanding-coding-wedge-ai-labs-move-beyond-model-layer/#respond Tue, 17 Feb 2026 17:42:55 +0000 https://siliconangle.com/?p=731207 Wall Street blinked — and $285 billion vanished. Not because revenue collapsed. Not because guidance cratered. But because a handful of artificial intelligence labs signaled, unmistakably, that they’re no longer content supplying models to software-as-a-service companies. They want the whole stack. What has been called the “SaaSpocalypse” isn’t about software dying. It’s about control — […]

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The SaaSpocalypse mispricing: Why markets are getting the AI-software shakeout wrong https://siliconangle.com/2026/02/10/saaspocalypse-mispricing-markets-getting-ai-software-shakeout-wrong/ https://siliconangle.com/2026/02/10/saaspocalypse-mispricing-markets-getting-ai-software-shakeout-wrong/#respond Tue, 10 Feb 2026 16:50:23 +0000 https://siliconangle.com/?p=730509 Everyone’s suddenly talking about a “SaaSpocalypse,” but that framing of artificial intelligence disrupting software-as-a-service misses the point. What’s playing out isn’t collapse, it’s a reshuffle — AI is changing how work gets done, and investors are struggling to separate real disruption from headline noise. Last week’s $285 billion software selloff was a fundamental miscalculation about […]

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Retail 2026: When AI becomes the operating system https://siliconangle.com/2026/01/10/retail-2026-ai-becomes-operating-system/ https://siliconangle.com/2026/01/10/retail-2026-ai-becomes-operating-system/#respond Sat, 10 Jan 2026 20:54:49 +0000 https://siliconangle.com/?p=727345 As the National Retail Federation’s annual conference takes over New York this week, the conversations we’re having across SiliconANGLE, theCUBE, theCUBE Research and NYSE Wired all point to the same conclusion: Retail is entering a once-in-a-generation transformation. The signals are everywhere — from store floors to supply chains to boardrooms — and they tell a […]

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Seeking the Holy Grail: Why AI performance is now a systems problem https://siliconangle.com/2026/01/09/seeking-holy-grail-ai-performance-now-systems-problem/ https://siliconangle.com/2026/01/09/seeking-holy-grail-ai-performance-now-systems-problem/#respond Fri, 09 Jan 2026 16:39:18 +0000 https://siliconangle.com/?p=727285 A recent independent study conducted by SiliconData reveals key architecture points for the next generation of artificial intelligence infrastructure. The most important takeaway from a recent independent performance study analyzed by theCUBE Research and the NYSE Wired team is it’s not about any single graphics processing unit or accelerator generation. It’s about the system wrapped around the […]

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Nvidia and the AI factory era: What we’ve been watching all along https://siliconangle.com/2026/01/05/nvidia-ai-factory-era-weve-watching-along/ https://siliconangle.com/2026/01/05/nvidia-ai-factory-era-weve-watching-along/#respond Tue, 06 Jan 2026 02:12:40 +0000 https://siliconangle.com/?p=726779 For the last several years on theCUBE, I’ve been using a phrase that at first sounded abstract and now feels obvious: AI factories. Not data centers. Not GPU clusters. Factories. At the time, it was shorthand for something deeper: a shift from computing as infrastructure to computing as production. Raw data goes in. Intelligence comes […]

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Nvidia at CES: Alpamayo signals the real arrival of physical AI https://siliconangle.com/2026/01/05/nvidia-ces-alpamayo-signals-real-arrival-physical-ai/ https://siliconangle.com/2026/01/05/nvidia-ces-alpamayo-signals-real-arrival-physical-ai/#respond Mon, 05 Jan 2026 23:00:50 +0000 https://siliconangle.com/?p=726760 At CES 2026, Nvidia Corp. announced Alpamayo, a new open family of AI models, simulation tools and datasets aimed at one of the hardest problems in technology: making autonomous vehicles safe in the real world, not just in demos. On the surface, Alpamayo looks like another AI platform announcement. In reality, it’s a continuation — […]

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Exclusive: AWS CEO Matt Garman declares a new era: Agents are the new cloud https://siliconangle.com/2025/12/02/exclusive-aws-ceo-matt-garman-declares-new-era-agents-new-cloud/ https://siliconangle.com/2025/12/02/exclusive-aws-ceo-matt-garman-declares-new-era-agents-new-cloud/#respond Tue, 02 Dec 2025 16:00:54 +0000 https://siliconangle.com/?p=723247 After 13 years covering Amazon Web Services Inc. up close — including watching more than a decade of reinvention from the front row — I’ve learned to feel when the ground is shifting. And this year, that feeling is unmistakable. AWS re:Invent 2025 opens with a charge in the air as more than 60,000 attendees […]

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AWS unveils EKS capabilities to reinvent Kubernetes operations as AI workloads surge https://siliconangle.com/2025/12/01/aws-unveils-eks-capabilities-reinvent-kubernetes-operations-ai-workloads-surge/ https://siliconangle.com/2025/12/01/aws-unveils-eks-capabilities-reinvent-kubernetes-operations-ai-workloads-surge/#respond Mon, 01 Dec 2025 21:46:24 +0000 https://siliconangle.com/?p=723243 In major move signaling how Amazon Web Services Inc. intends to redefine Kubernetes operations for the artificial intelligence era, AWS today announced Amazon EKS Capabilities, a fully managed suite of Kubernetes-native tools that integrate popular open-source tooling directly into the EKS control plane. The launch marks one of the company’s most aggressive steps toward reducing […]

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Qualcomm’s AI200 turns up the heat on Nvidia — and puts inference economics in the spotlight https://siliconangle.com/2025/10/27/qualcomms-ai200-turns-heat-nvidia-puts-inference-economics-spotlight/ https://siliconangle.com/2025/10/27/qualcomms-ai200-turns-heat-nvidia-puts-inference-economics-spotlight/#respond Mon, 27 Oct 2025 17:10:49 +0000 https://siliconangle.com/?p=718271 Qualcomm Inc. shares spiked as much as 20% early today after the company unveiled new data center artificial intelligence accelerators, the AI200 and AI250, aimed squarely at Nvidia Corp.’s inference stronghold with its graphics processing units. According to today’s reporting, AI200 is slated to ship in 2026, with AI250 following in 2027, and both will […]

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IBM and Groq join forces to accelerate agentic AI: Making real-time intelligence an enterprise reality https://siliconangle.com/2025/10/20/ibm-groq-join-forces-accelerate-agentic-ai-making-real-time-intelligence-enterprise-reality/ https://siliconangle.com/2025/10/20/ibm-groq-join-forces-accelerate-agentic-ai-making-real-time-intelligence-enterprise-reality/#respond Mon, 20 Oct 2025 14:36:16 +0000 https://siliconangle.com/?p=717017 The future of agentic artificial intelligence — intelligent systems that act autonomously on behalf of humans — is coming into focus, and two companies are shaping how it takes form inside the enterprise. IBM Corp. and Groq Inc. today announced a strategic partnership that brings together IBM’s watsonx Orchestrate, the company’s enterprise-grade agent orchestration and […]

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Meta and Oracle embrace Nvidia’s Spectrum-X: Ethernet enters the mega AI factory era https://siliconangle.com/2025/10/13/meta-oracle-embrace-nvidias-spectrum-x-ethernet-enters-mega-ai-factory-era/ https://siliconangle.com/2025/10/13/meta-oracle-embrace-nvidias-spectrum-x-ethernet-enters-mega-ai-factory-era/#respond Mon, 13 Oct 2025 21:20:27 +0000 https://siliconangle.com/?p=715891 At this year’s Open Compute Project Summit, Nvidia Corp. took another major step toward redefining the data center as a mega artificial intelligence factory. The company announced that Meta Platforms Inc. and Oracle Corp. will adopt its Spectrum-X Ethernet networking platform, a purpose-built system designed for AI workloads that connects millions of graphics processing units […]

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TheCUBE Pod quick take: Washington’s deregulation drumbeat meets Wall Street’s AI fever https://siliconangle.com/2025/07/26/thecube-pod-quick-take-washingtons-deregulation-drumbeat-meets-wall%e2%80%afstreets-ai-fever/ https://siliconangle.com/2025/07/26/thecube-pod-quick-take-washingtons-deregulation-drumbeat-meets-wall%e2%80%afstreets-ai-fever/#respond Sat, 26 Jul 2025 18:21:51 +0000 https://siliconangle.com/?p=705126 Inside a week when stablecoins are rising, Intel sounded the alarm — and Figma prepared to shut down Broad Street. Minutes after the closing bell echoed through the New York Stock Exchange, I tried to sum up an extraordinary stretch at the NYSE CUBE Studios. In one frenetic week we covered President Trump’s AI Action Plan, Tom Lee’s crypto […]

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‘The bottom turtle’: Amazon’s storage workhorse is getting an AI upgrade https://siliconangle.com/2025/07/13/bottom-turtle-amazons-storage-workhorse-getting-ai-upgrade/ https://siliconangle.com/2025/07/13/bottom-turtle-amazons-storage-workhorse-getting-ai-upgrade/#respond Mon, 14 Jul 2025 02:45:45 +0000 https://siliconangle.com/?p=703733 When Mai-Lan Tomsen Bukovec joined Amazon Web Services more than a decade ago, the company’s Simple Storage Service, better known as S3, was a humble online bucket for photos, logs and the occasional startup backup. Today it houses exabytes of corporate treasure, and Bukovec (pictured), now vice president for data and analytics, is busy teaching […]

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Exclusive with Amazon Bedrock chief Atul Deo: AWS’ big bet on cheaper AI — and a new breed of software agent https://siliconangle.com/2025/07/13/exclusive-amazon-bedrock-chief-atul-deo-aws-big-bet-cheaper-ai-new-breed-software-agent/ https://siliconangle.com/2025/07/13/exclusive-amazon-bedrock-chief-atul-deo-aws-big-bet-cheaper-ai-new-breed-software-agent/#respond Mon, 14 Jul 2025 02:34:24 +0000 https://siliconangle.com/?p=703727 Atul Deo’s goal is to make artificial-intelligence software both cheaper and smarter at the same time. The up-and-coming executive, head of Amazon Bedrock and generative artificial intelligence for Amazon Web Services Inc., has only six months to show it can be done before the company’s blockbuster annual re:Invent conference in December. “The AI space is moving […]

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Exclusive: Amazon Web Services CEO Matt Garman bets on an agentic future https://siliconangle.com/2025/07/13/exclusive-amazon-web-services-ceo-matt-garman-bets-agentic-future/ https://siliconangle.com/2025/07/13/exclusive-amazon-web-services-ceo-matt-garman-bets-agentic-future/#respond Mon, 14 Jul 2025 01:25:56 +0000 https://siliconangle.com/?p=703713 From a glass-lined conference room high above Amazon’s campus, Matt Garman firmly emphasizes one word: “speed.” With a full year under his belt, the new chief executive of Amazon Web Services Inc. (pictured) has just finished what we called  a “halftime huddle” — two days of video exclusive meetings and interviews with top AWS lieutenants […]

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AWS DC Summit 2025: The cloud becomes strategic national infrastructure for the AI era https://siliconangle.com/2025/06/10/aws-dc-summit-2025-cloud-becomes-strategic-national-infrastructure-ai-era/ https://siliconangle.com/2025/06/10/aws-dc-summit-2025-cloud-becomes-strategic-national-infrastructure-ai-era/#respond Tue, 10 Jun 2025 23:47:19 +0000 https://siliconangle.com/?p=699838 At this year’s AWS DC Summit, one thing was clear: AI, cloud infrastructure and public-private partnerships are no longer future ambitions — they are national priorities happening now. TheCUBE Research’s Scott Hebner and I had a chance to interview the top leaders and ecosystem partners to extract the signal. The game is about capital spending […]

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Iceberg and the future of data intelligence https://siliconangle.com/2025/06/09/iceberg-future-data-intelligence/ https://siliconangle.com/2025/06/09/iceberg-future-data-intelligence/#respond Mon, 09 Jun 2025 23:53:30 +0000 https://siliconangle.com/?p=699675 As data becomes the lifeblood of modern enterprises, the expectations placed on data platforms are evolving at an unprecedented pace. No longer confined to powering dashboards or historical reports, today’s data ecosystems must fuel real-time decision-making, intelligent applications and AI agents that continuously learn and adapt.  The new requirements for modern data platforms In this […]

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The next frontier in enterprise AI: What to watch at Snowflake and Databricks summits https://siliconangle.com/2025/06/02/next-frontier-enterprise-ai-watch-snowflake-databricks-summits/ https://siliconangle.com/2025/06/02/next-frontier-enterprise-ai-watch-snowflake-databricks-summits/#respond Tue, 03 Jun 2025 02:24:53 +0000 https://siliconangle.com/?p=698932 As we enter the artificial intelligence summit season, two pivotal events, Snowflake Summit and Databricks’ Data+AI Summit offer a rare lens into how the battle for the future of enterprise AI is unfolding. These are not just product showcases. They are directional signals that will shape how businesses organize around data, logic and automation over […]

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Welcome to the AI factory era: A preview of Dell Technologies World 2025 https://siliconangle.com/2025/05/19/welcome-ai-factory-era-preview-dell-technologies-world-2025/ https://siliconangle.com/2025/05/19/welcome-ai-factory-era-preview-dell-technologies-world-2025/#respond Mon, 19 May 2025 16:44:45 +0000 https://siliconangle.com/?p=697021 In just a few years, computing has undergone a massive shift. What was once a marketplace dominated by general‑purpose servers and monolithic data centers has fractured into a complex ecosystem of specialized accelerators, hyper‑scaled clusters, edge‑enabled devices, large‑scale cloud providers and sovereign‑cloud platforms. At the center of this transformation stand two sides of the market […]

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